HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 339 filers reported holding HEALTHEQUITY INC in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,658,838 | +37.8% | 5,648,992 | +19.1% | 0.04% | +44.0% |
| Q2 2023 | $299,362,432 | -43.7% | 4,741,249 | -47.6% | 0.02% | +4.2% |
| Q1 2023 | $531,724,962 | +99.5% | 9,056,804 | +109.5% | 0.02% | -7.7% |
| Q4 2022 | $266,532,823 | -0.4% | 4,324,024 | +8.5% | 0.03% | -7.1% |
| Q3 2022 | $267,594,000 | +21.4% | 3,983,836 | +11.0% | 0.03% | +27.3% |
| Q2 2022 | $220,378,000 | +1.6% | 3,589,800 | +11.6% | 0.02% | +29.4% |
| Q1 2022 | $216,923,000 | +68.3% | 3,216,536 | +10.4% | 0.02% | +70.0% |
| Q4 2021 | $128,910,000 | +70.3% | 2,913,886 | +149.3% | 0.01% | +66.7% |
| Q3 2021 | $75,706,000 | -20.5% | 1,169,016 | -1.2% | 0.01% | -14.3% |
| Q2 2021 | $95,196,000 | +15.7% | 1,182,851 | -2.2% | 0.01% | 0.0% |
| Q1 2021 | $82,271,000 | -8.5% | 1,209,868 | -6.2% | 0.01% | -12.5% |
| Q4 2020 | $89,928,000 | +370.2% | 1,290,030 | +246.5% | 0.01% | +300.0% |
| Q3 2020 | $19,124,000 | -44.8% | 372,279 | -36.9% | 0.00% | -50.0% |
| Q2 2020 | $34,616,000 | -51.1% | 590,001 | -57.8% | 0.00% | -60.0% |
| Q1 2020 | $70,810,000 | -75.7% | 1,399,707 | -64.4% | 0.01% | -68.8% |
| Q4 2019 | $291,562,000 | +48.7% | 3,936,310 | +14.7% | 0.03% | +33.3% |
| Q3 2019 | $196,031,000 | +500.6% | 3,430,403 | +587.3% | 0.02% | +500.0% |
| Q2 2019 | $32,639,000 | -84.6% | 499,082 | -82.6% | 0.00% | -84.0% |
| Q1 2019 | $212,437,000 | +7.3% | 2,871,544 | -13.5% | 0.02% | -7.4% |
| Q4 2018 | $198,029,000 | -39.9% | 3,319,868 | -4.8% | 0.03% | -27.0% |
| Q3 2018 | $329,312,000 | +28.6% | 3,488,107 | +2.3% | 0.04% | +27.6% |
| Q2 2018 | $256,132,000 | +57.0% | 3,410,542 | +26.5% | 0.03% | +52.6% |
| Q1 2018 | $163,161,000 | +55.1% | 2,695,101 | +19.6% | 0.02% | +58.3% |
| Q4 2017 | $105,185,000 | +3.4% | 2,254,277 | +12.0% | 0.01% | 0.0% |
| Q3 2017 | $101,764,000 | -8.6% | 2,011,945 | -10.0% | 0.01% | -14.3% |
| Q2 2017 | $111,378,000 | +70.9% | 2,235,150 | +45.6% | 0.01% | +75.0% |
| Q1 2017 | $65,179,000 | +28.8% | 1,535,422 | +23.0% | 0.01% | +14.3% |
| Q4 2016 | $50,587,000 | +135.4% | 1,248,441 | +119.9% | 0.01% | +133.3% |
| Q3 2016 | $21,490,000 | +357.6% | 567,770 | +267.4% | 0.00% | +200.0% |
| Q2 2016 | $4,696,000 | +4.2% | 154,547 | -15.4% | 0.00% | 0.0% |
| Q1 2016 | $4,507,000 | -68.2% | 182,690 | -67.7% | 0.00% | -50.0% |
| Q4 2015 | $14,188,000 | +37.0% | 565,906 | +61.5% | 0.00% | +100.0% |
| Q3 2015 | $10,354,000 | +115.3% | 350,400 | +133.6% | 0.00% | 0.0% |
| Q2 2015 | $4,808,000 | +205.3% | 150,000 | +74.4% | 0.00% | – |
| Q3 2014 | $1,575,000 | – | 86,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Triangle Partners LP | 486,862 | $32,834,000 | 3.90% |
| Crestwood Capital Management, L.P. | 83,324 | $5,619,000 | 3.38% |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9,829,000 | 3.16% |
| SECTORAL ASSET MANAGEMENT INC | 240,000 | $16,186,000 | 2.87% |
| DFPG INVESTMENTS, LLC | 98,132 | $6,760,000 | 2.63% |
| ASHFORD CAPITAL MANAGEMENT INC | 354,290 | $23,893,000 | 2.57% |
| WASATCH ADVISORS LP | 7,638,935 | $515,170,000 | 2.54% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 159,522 | $10,758,000 | 2.46% |
| Aureus Asset Management, LLC | 509,590 | $34,367,000 | 2.28% |
| Summit Creek Advisors LLC | 298,071 | $20,102,000 | 2.28% |